Views
Views is a dedicated section on the ClearFeed Web app that helps you view requests/tickets across all Collections.
Standard Views are now Edition-Specific, tailored to your use case for easier access and better collaboration.
Views have been categorized into "My Views" and "Team's Views".
My Views: Access tickets assigned to you with relevant filters to focus on your work.
Team's Views: This section offers views to track all team requests/tickets, applying standard filters for better organization.
Views for Integrations Product Edition
Team's Views
Requests without Tickets: All requests where no ticket has been filed using any external Integration.
Requests with Tickets: All requests where a ticket has been filed using any of the external Integration.
Views for Internal/External Helpdesk Product Edition
Team's Views - All the views in this category are useful for managers to get insights into all requests based on different standard filters applied.
All - Displays all conversations across every Collection.
Unsolved - Displays all the requests that are not yet Solved or Closed.
Unassigned - Displays all requests that are not yet assigned to any user.
Pending with Support - Displays all the requests where the onus is on the Support Team to resolve.
Pending with Customer - Displays all the requests where an update/input from Customer is required to move ahead.
First Response Overdue - Displays all the requests where First Response SLA has been breached.
Resolution Overdue - Displays all the requests where Resolution SLA has been breached
Requests with Tasks - Displays all requests that have an external task linked to them.
My Views - All the views in this category are useful for responders to quickly view and work on requests assigned to them.
All - Displays all conversations across every Collection assigned to the particular assignee
Unsolved - Displays all the assigned requests, that are not yet Solved or Closed.
Pending with Me - Displays all the requests assigned to a user where the onus is on him to resolve.
Pending with Customer - Displays all the requests assigned to a user where an update/input from the Customer is required to move ahead.
First Response Overdue - Displays all the requests assigned to a user where First Response SLA has been breached.
Resolution Overdue - Displays all the requests assigned to a user where Resolution SLA has been breached
Requests with Tasks - Displays all requests assigned to a user that have an external task linked to them.
Auto-memorize functionality has been removed. Any new filter applied to the standard Views is not auto-saved
Custom Views
Custom View is a great way to get a filtered list of tickets based on certain criteria. Whether you want to pull the list of tickets you have not responded to, or the list of tickets which have Priority as Urgent, Custom views help you get the records you need and Save it so that you refer to them again without going through the hassle of applying filters.
Creating a New Custom View
You can create a Custom View in three ways:
Modify an existing View
Clone an existing View
Create one from scratch
Option 1: Using an existing View
Start with any existing Custom or Standard View, then update it by:
Adding new filters
Editing or removing existing filters
Once the desired filters are applied, click Save as New View.
In the Save As popup:
Enter a name for your new view
Choose visibility:
My Views – visible only to you
Team’s Views – visible to everyone in your account
Click Save to create the view
You will be redirected to your newly created view.
Option 2: Clone an Existing View
Identify the view you want to clone
Click the three dots (⋮) next to the view name
Select Clone View
In the popup:
Enter a name for the new view
Choose visibility: My Views or Team’s Views
Click Save
The cloned view will be created and you'll be redirected to it. You can optionally update filters and click Save View.
Option 3: Create from Scratchscratch
Click the Add New View button. There are two ways to do this:
Hover over the “+” icon next to the Views header
Hover over the New button in the sidebar and select Views
In the popup:
Enter a name for the view
Choose visibility
A blank view will be created and you'll be redirected to it
Apply filters as needed. Once ready, click Save View
Managing Custom Views
For Views Created by You
If you have created a Custom View, you can:
Rename: Change the name of the view.
Clone: Duplicate the view to create a new one.
Delete: Remove the view permanently.
For Views You Didn’t Create (Team's Views)
For views under Team's Views that you didn’t create, you can:
Clone: Use the existing view as a template to create your Custom View.
Schedule Custom View Reports to Slack
You can now schedule periodic reports from your saved Views in ClearFeed and automatically receive them in a Slack channel of your choice. This helps your team stay on top of critical ticket metrics—such as unassigned or aging requests—without needing to manually check every day.
What You Can Do
With Scheduled Reports, you can:
Send reports to Slack on a daily, weekly, or monthly schedule.
Select any Custom View as the data source.
Receive raw CSVs in Slack—just like downloading them manually.
Manage schedules easily through an intuitive modal.
How to Set Up a Scheduled Report
Navigate to the Inbox in the ClearFeed WebApp and open the Custom View you want to schedule.
Click the “Schedule Report” button.
In the pop-up modal:
Select the Slack channel where you'd like the report delivered.
Choose the frequency: Daily, Weekly, or Monthly.
Set the time (in your local timezone).
If Weekly, pick the day; if Monthly, pick the date.
Click Save to confirm.
Managing Scheduled Reports
Once a report is scheduled:
You'll see an “Update Schedule” button instead of “Schedule Report.”
Clicking this allows you to:
View existing schedule details.
Edit the frequency, time, or Slack destination.
Delete the schedule using the delete icon.
Slack Delivery Format
When the report is delivered, you’ll receive:
A message confirming the report delivery.
A CSV file containing the current data from the selected Custom View.
Reports can be sent to Slack channels only.
FAQs
Are filters applied to standard Views automatically saved? Answer: No, the auto-memorize functionality has been removed. Any new filters applied to standard Views are not auto-saved.
Why can’t I see the First Response Overdue and Resolution Overdue Views? Answer: These Views are only displayed if SLA policies are set up in your account.
Why is the Requests with Tasks View not visible? Answer: This View is only available if an external integration is added to your account.
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